Encompass CRM 23.3 Release: Feature Enhancements

This section discusses the updates and enhancements to existing features, or settings that are provided in this release.

New Reports

New functionality providing users the ability to run their own reports on emails and surveys. The following new reports are available with this release:

  • Self-Serve Reports

    • Unsubscribe Report

    • Undeliverables Report

    For self-serve reports, users need to have the Mass Email permission to be able to access and run the new reports. Ability to access these reports with only Company Admin-level permission will be available in a future release.

  • Survey Reports

  1. Log into Encompass CRM, click Reports (top right corner), and then click Self-Serve Reports (left navigation menu).

  1. From the Report Name drop-down field, select one of the following options:

    • Unsubscribe Report

    • Undeliverables Report

      For this exercise, we will select Unsubscribe Report.

  1. From the Loan Officer drop-down field, select All or the specific loan officer for whom you wish to run the report.

  1. From the Sent Date and To drop-down fields, select the date range.

  2. Click the View Report button to view the report in the same page, or click the Download Report button to download it on your computer.

  1. Log into Encompass CRM, click Reports (top right corner), and then click Survey Reports (left navigation menu).

  2. This launches all available survey reports. Click to select a survey.

  1. View the survey results.

ECRME-12971, ECRME-14485
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